Physician Wealth Advisors, Inc.

Position in MMM — 3M Co

CIK 1795173 MIDVALE, UT

Position in MMM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$254,036

+$31,980 QoQ

Shares Held

1,569

+2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#519

of 742 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Physician Wealth Advisors, Inc. holds $326,233 across 6 Conglomerates names. MMM ranks #1 (77.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MMM	3M Co This page	1,569	$254,036
2	HON	Honeywell International Inc	273	$61,124
3	TTI	Tetra Technologies Inc	617	$6,990
4	GHC	Graham Holdings Co	3	$3,424
5	VMI	Valmont Industries Inc	1	$577
6	PAM	Pampa Energy Inc.	1	$82

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$254,036	1,569	+2.6%	Shares	Sole	2026-07-20
2026-03-31	$222,056	1,529	-1.0%	Shares	Sole	2026-04-24
2025-12-31	$247,354	1,545	+2.7%	Shares	Sole	2026-01-29
2025-09-30	$233,545	1,505	+4.1%	Shares	Sole	2025-11-04
2025-06-30	$220,139	1,446	+4.4%	Shares	Sole	2025-07-14
2025-03-31	$203,401	1,385	0.0%	Shares	Sole	2025-04-28
2024-12-31	$178,789	1,385	-79.4%	Shares	Sole	2025-02-12
2023-03-31	$708,336	6,739	-0.5%	Shares	Sole	2023-04-20
2022-12-31	$812,338	6,774	+0.1%	Shares	Sole	2023-01-25
2022-09-30	$747,421	6,764	0.0%	Shares	Sole	2022-10-06
2022-06-30	$875,328	6,764	+0.5%	Shares	Sole	2022-08-02
2022-03-31	$1,001,813	6,729	+0.3%	Shares	Sole	2022-05-05
2021-12-31	$1,191,719	6,709	-1.0%	Shares	Sole	2022-01-11
2021-09-30	$1,188,470	6,775	0.0%	Shares	Sole	2021-10-19
2021-06-30	$1,345,718	6,775	0.0%	Shares	Sole	2021-07-23
2021-03-31	$1,305,407	6,775	0.0%	Shares	Sole	2021-04-06
2020-12-31	$1,184,202	6,775	-0.7%	Shares	Sole	2021-02-19
2020-09-30	$1,092,748	6,822	-14.0%	Shares	Sole	2020-11-04
2020-06-30	$1,237,000	7,930	-0.7%	Shares	Sole	2020-08-11
2020-03-31	$1,090,441	7,988	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.